See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,350 | $210,648-78.0% | $177,989-74.0% | $145,922-68.2% |
| Participation rate | 70.6% | 80.8%-10.2pp | 77.1%-6.5pp | 80.3%-9.7pp |
| Annual return | 16.59% | 385.86%-369.3pp | 294.48%-277.9pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,713 | $4,565-40.6% | $3,949-31.3% | $4,660-41.8% |
| Participant deferral / active EE | $7,050 | $6,958+1.3% | $6,276+12.3% | $6,688+5.4% |
| Admin fee / account holder | $1,165 | $12,013-90.3% | $10,363-88.8% | $13,397-91.3% |